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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,135 | $91,474+69.6% | $135,982+14.1% | $71,529+116.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 29.78% | 29.89%-0.1pp | 68.32%-38.5pp | 28.97%+0.8pp |
| Employer contribution / active EE | $2,098 | $3,705-43.4% | $4,859-56.8% | $2,590-19.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,267-99.9% | $10,767-100.0% | $1,588-99.9% |